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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $32,895 |
Service code 27 · EIN 20-8874282 | Advisory (Plan) | $15,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,039 | $58,888+22.3% | $178,499-59.6% | $73,493-2.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 11.53% | 24.86%-13.3pp | 151.10%-139.6pp | 28.51%-17.0pp |
| Employer contribution / active EE | $140 | $2,236-93.7% | $5,011-97.2% | $2,270-93.8% |
| Participant deferral / active EE | $490 | $2,568-80.9% | $5,202-90.6% | $3,740-86.9% |
| Admin fee / account holder | $235 | $400-41.3% | $13,986-98.3% | $513-54.2% |